Bloomberg Surveillance Bloomberg Surveillance TV: December 19th, 2025
14 snips
Dec 19, 2025 
Jamieson Greer, U.S. Trade Representative, shares insights on trade agreements with China, the EU, and a TikTok deal. Ohsung Kwon, Chief Equity Strategist at Wells Fargo, projects a bullish equities outlook for 2026, linking it to earnings and liquidity evolution. Meanwhile, Anastasia Amoroso, Chief Investment Strategist at Partners Group, argues for continued investment in AI, emphasizing its growing adoption and productivity benefits. Together, they tackle the intricate balance of trade policies, market forecasts, and the future of tech investments.
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Trade Policy Shift To 'Fair And Balanced'
- The Trump administration reset US trade policy toward a 'fair and balanced' approach combining deals and tariffs.
- Jamieson Greer says tariffs are central to reshoring and protecting US industry rather than just liberal trade.
Use Tariffs Plus Policy To Aid Affordability
- Greer says affordability matters but trade policy's primary goal is reshoring and job creation.
- He recommends using tariffs and other non-trade tools (energy, tax, regulation) to support wages and lower costs.
TikTok Deal Is Private Plus Government Approval
- TikTok involves private-party deals and government approvals between the US and China.
- Greer expects Chinese government approval if private parties finalize terms, calling it confidence-building rather than comprehensive détente.